Latest Institutional Sells of Ishares Core S&P U.S. Value Et (IUSV)
This list provides information on the latest institutional transactions involving Ishares Core S&P U.S. Value Et (IUSV) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-176- 1.57% |
$12.4K - $13.7K
|
11K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-85- 17.67% |
$5.97K - $6.62K
|
396
$37.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Northland Capital Management LLC
|
SELL
|
- |
-75- 0.11% |
$5.27K - $5.84K
|
68.3K
$6.45M
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-42- 0.49% |
$2.95K - $3.27K
|
8.57K
$808K
|
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-38- 48.72% |
$2.67K - $2.96K
|
40
$3.77K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-30- 0.97% |
$2.11K - $2.34K
|
3.07K
$290K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-22- 22.22% |
$1.54K - $1.71K
|
77
$7.26K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Strategic Equity Management
|
SELL
|
- |
-2.37K- 3.73% |
$150K - $176K
|
61.2K
$5.77M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-841- 2.94% |
$53.2K - $62.2K
|
27.8K
$2.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-306- 4.76% |
$19.3K - $22.6K
|
6.12K
$577K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-275- 4.62% |
$17.4K - $20.3K
|
5.68K
$536K
|
|
|
Feb 13, 2023
Q4 2022
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-231- 5.4% |
$14.6K - $17.1K
|
4.04K
$382K
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-88- 0.84% |
$5.56K - $6.51K
|
10.3K
$975K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-67- 0.98% |
$4.24K - $4.95K
|
6.75K
$636K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-40- 11.76% |
$2.53K - $2.96K
|
300
$28.3K
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-27.6K- 46.01% |
$1.73M - $2.03M
|
32.4K
$3.05M
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-938- 31.84% |
$58.7K - $69.1K
|
2.01K
$189K
|
|
|
Nov 02, 2022
Q3 2022
|
Kraft Asset Management, LLC
|
SELL
|
- |
-775- 17.54% |
$48.5K - $57.1K
|
3.64K
$344K
|
|
| Q2 2022 | |||||||
|
Jul 27, 2022
Q2 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-66.7K- 91.29% |
$4.33M - $5.15M
|
6.36K
$600K
|
|
|
Aug 12, 2022
Q2 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-16.3K- 34.86% |
$1.06M - $1.26M
|
30.5K
$2.88M
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis
Paris, I0 |
SELL
|
- |
-11.7KClosed |
$757K - $900K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-7.09KClosed |
$460K - $547K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
SELL
|
- |
-5.71KClosed |
$370K - $441K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
SELL
|
- |
-4.68K- 51.46% |
$304K - $361K
|
4.41K
$416K
|
|
|
Aug 10, 2022
Q2 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-2.86KClosed |
$185K - $220K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-2.84KClosed |
$184K - $219K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-2.7K- 44.9% |
$175K - $208K
|
3.31K
$312K
|
|
|
Jul 28, 2022
Q2 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-2.69KClosed |
$175K - $208K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-1.32K- 1.66% |
$85.3K - $101K
|
77.8K
$7.34M
|
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
-1.29KClosed |
$84K - $99.9K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-788- 91.31% |
$51.1K - $60.8K
|
75
$7.08K
|
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-482- 60.17% |
$31.3K - $37.2K
|
319
$30.1K
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-226- 4.78% |
$14.7K - $17.4K
|
4.5K
$424K
|
|
|
Aug 25, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-200- 26.32% |
$13K - $15.4K
|
560
$52.8K
|
|
|
Jul 26, 2022
Q2 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-109Closed |
$7.07K - $8.41K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-100- 1.63% |
$6.49K - $7.72K
|
6.05K
$570K
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-99Closed |
$6.42K - $7.64K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-87Closed |
$5.64K - $6.71K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-84Closed |
$5.45K - $6.48K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1- 3.85% |
$64.9 - $77.2
|
25
$2.36K
|
|
| Q1 2022 | |||||||
|
May 06, 2022
Q1 2022
|
Summit Rock Advisors, LP
|
SELL
|
- |
-740KClosed |
$53.2M - $57.4M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-38KClosed |
$2.73M - $2.94M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-9.52KClosed |
$683K - $737K
|
0
$0
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-8.53KClosed |
$613K - $661K
|
0
$0
|
|
|
Aug 02, 2022
Q1 2022
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-7.08K- 64.37% |
$508K - $549K
|
3.92K
$370K
|
|
|
Apr 20, 2022
Q1 2022
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-6.21KClosed |
$446K - $481K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Boston Partners
Boston, MA |
SELL
|
- |
-4.86KClosed |
$349K - $377K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-4.21KClosed |
$302K - $326K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-3.05KClosed |
$219K - $236K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-2.67KClosed |
$192K - $207K
|
0
$0
|
|